Lowe’s Companies, Inc. $LOW Shares Sold by Sequent Planning LLC

Sequent Planning LLC lessened its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 67.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,354 shares of the home improvement retailer’s stock after selling 2,811 shares during the period. Sequent Planning LLC’s holdings in Lowe’s Companies were worth $327,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of LOW. Activest Wealth Management boosted its stake in Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 51 shares in the last quarter. OLD Second National Bank of Aurora boosted its stake in Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 42 shares in the last quarter. United Financial Planning Group LLC acquired a new position in Lowe’s Companies in the third quarter valued at $31,000. Triumph Capital Management acquired a new position in Lowe’s Companies in the third quarter valued at $34,000. Finally, Guerra Advisors Inc acquired a new position in Lowe’s Companies in the third quarter valued at $35,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on LOW shares. Wells Fargo & Company decreased their target price on shares of Lowe’s Companies from $290.00 to $260.00 and set an “overweight” rating for the company in a research note on Thursday. Craig Hallum upgraded shares of Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. Sanford C. Bernstein decreased their target price on shares of Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research note on Thursday, May 14th. The Goldman Sachs Group started coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They set a “buy” rating for the company. Finally, Oppenheimer decreased their target price on shares of Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a research note on Monday. Twenty-two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $283.76.

Lowe’s Companies Price Performance

Shares of LOW opened at $218.19 on Tuesday. The firm has a 50 day simple moving average of $237.32 and a 200-day simple moving average of $248.67. Lowe’s Companies, Inc. has a 1-year low of $210.33 and a 1-year high of $293.06. The stock has a market cap of $122.20 billion, a price-to-earnings ratio of 18.41, a price-to-earnings-growth ratio of 4.18 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $20.59 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same period last year, the company posted $1.93 EPS. The company’s revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities analysts expect that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current fiscal year.

Lowe’s Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were paid a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is 40.51%.

Key Stories Impacting Lowe’s Companies

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Lowe’s announced a new partnership with MrBeast for in-store kids workshops and exclusive toy kits, a promotional push that could boost traffic, engagement, and summer sales. LOWE’S BRINGS MRBEAST EXPERIENCE INTO STORES WITH NEW KIDS CLUB WORKSHOPS
• Positive Sentiment: Several previews say Lowe’s is positioned to benefit if the housing market stabilizes, since improving home demand can support spending on renovations and home-improvement projects. Home Depot, Lowe’s Headline Big Week for Retail Earnings
• Neutral Sentiment: Investors are focused on Lowe’s upcoming quarterly report, with one article suggesting the stock could make a large move after results are released, indicating elevated event-driven volatility. Here’s How Much Lowe’s Stock Is Expected to Move After Earnings Q1 FY2026
• Neutral Sentiment: Broader market trading was mixed, and rising oil prices tied to Middle East developments added uncertainty, but this appears to be a general market factor rather than a Lowe’s-specific catalyst. Equities Mixed Intraday, Oil Rises as Traders Track Middle East Developments
• Negative Sentiment: Stifel cut its price target on Lowe’s from $270 to $220 and kept a Hold rating, signaling reduced analyst confidence and a more cautious near-term outlook. Stifel adjusts price target on Lowe’s Companies to 220 from 270, maintains hold rating
• Negative Sentiment: Oppenheimer also lowered its price target on Lowe’s from $315 to $275, which may reflect a more cautious stance despite maintaining an Outperform rating. Benzinga report on Oppenheimer price target cut

About Lowe’s Companies

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.